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Financial Security Management

3.0 (2 reviews)

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Services - Financial Security Management

Current year tax preparation and filing

Past year(s) tax preparation and filing

Audit and conflict resolution support

1 More Service

Tax planning

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Cornerstone Professional Accountants

Cornerstone Professional Accountants

(3 reviews)

I've worked with Kelly and she's teamed on work with many of our clients in Denver metro/ Lakewood…read more The professionalism and knowledge of Kelly and Cornerstone CPA shows in the work they do. Any tax advice question or issue I've presented Cornerstone... they always deliver.

I've rarely had worse customer service, anywhere, than I experienced with this firm, and the owner,…read moreKelly McDonald. We met in March, when she agreed to do my personal taxes, we spent over an hour reviewing all my paperwork (I'd spent almost the whole weekend prior, filling out their 31-page extensive tax organizer!), and she said she'd just have time to get it done by April 15th, given all her customers and work she had in front of her. She never completed my taxes, at all, never returned any phone calls, after that, never responded to emails, her office never answered any phone calls, and I had no idea if they had gone out of business, or moved, or what was going on with my tax return and expected refund, and it was now June! I drove to her office finally, and it was open, and fully staffed, etc. I asked for my paperwork, which was quickly returned to me. Kelly said she was sorry, but she was just too busy. I asked why she couldn't have just let me know, or responded to my phone calls or emails, and she just shrugged, and said she was sorry, very dismissively and insincerely. She may be knowledgeable, as another reviewer says, but if she never responds or performs as promised, even doing a bare minimum of service to her customers, knowledge doesn't really matter. I can't say her business has any positives, since they're not trustworthy, or responsive, or responsible, in any way, to their clients. 0 stars, if that choice existed.

Financial Security Management - taxservices - Updated May 2026

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